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Fund Manager Reports
Learn about the top fund managers in the U.S. stock market through reports generated from Form 13F.
Form 13F is a quarterly report that institutional investment managers in the U.S. are required to file with the Securities and Exchange Commission (SEC) if they manage over $100 million in assets. These filings provide insights into institutional managers' investment holdings, revealing the composition of their portfolios, market positions, and strategic trends.
$70T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD
$541M
Top holdings
1
LUMENTUM HLDGS INC
$18.1M
2
PETROLEO BRASILEIRO S A
$18M
3
AXT INC
$14.6M
CORECOMMODITY MANAGEMENT, LLC
$538M
Top holdings
1
FINANCIAL INVS TR
$337M
2
NUTRIEN LTD
$7.49M
3
SM ENERGY COMPANY
$6.57M
COERENTE CAPITAL MANAGEMENT
$537M
Top holdings
1
ALPHABET INC
$51.6M
2
MICROSOFT CORP
$42.4M
3
JOHNSON & JOHNSON
$38.5M
CADINHA & CO LLC
$537M
Top holdings
1
ISHARES TR
$46.6M
2
ISHARES GOLD TR
$46M
3
COSTCO WHOLESALE CORPORATION
$38.1M
CLAYTON, DUBILIER & RICE, LLC
$536M
Top holdings
1
RESIDEO TECHNOLOGIES INC
$505M
2
AGILON HEALTH INC
$31.6M
CORRECT CAPITAL WEALTH MANAGEMENT
$536M
Top holdings
1
AMERICAN CENTY ETF TR
$155M
2
ISHARES TR
$82.3M
3
FIDELITY MERRIMACK STR TR
$39.8M
CLUNE & ASSOCIATES, LTD.
$532M
Top holdings
1
DIMENSIONAL ETF TRUST
$175M
2
ISHARES TR
$90.4M
3
VANGUARD INDEX FDS
$49.7M
COLUMBIA ASSET MANAGEMENT
$525M
Top holdings
1
APPLE INC
$50.3M
2
MICROSOFT CORP
$33.4M
3
ALPHABET INC
$31.5M
CONIFER MANAGEMENT, L.L.C.
$524M
Top holdings
1
GROUP 1 AUTOMOTIVE INC
$250M
2
EQUITABLE HLDGS INC
$156M
3
LITHIA MTRS INC
$52.9M
CURBSTONE FINANCIAL MANAGEMENT CORP
$523M
Top holdings
1
SCHWAB STRATEGIC TR
$105M
2
ISHARES TR
$44.8M
3
SPDR SERIES TRUST
$42.4M
CRAWFORD FUND MANAGEMENT, LLC
$520M
Top holdings
1
UBER TECHNOLOGIES INC
$21.1M
2
ROKU INC
$19.2M
3
MORNINGSTAR INC
$15.1M
CACHETECH INC.
$519M
Top holdings
1
SCHWAB STRATEGIC TR
$73M
2
ISHARES TR
$68.7M
3
ISHARES INC
$35.3M
CAMBRIDGE ADVISORS INC.
$515M
Top holdings
1
VANGUARD INDEX FDS
$116M
2
VANGUARD BD INDEX FDS
$53.8M
3
ISHARES TR
$34M
CEDAR MOUNTAIN ADVISORS, LLC
$511M
Top holdings
1
ISHARES TR
$299M
2
VANGUARD WORLD FD
$31.7M
3
SPDR SERIES TRUST
$26.4M
CALL TO ACTION FOUNDATION
$511M
Top holdings
1
VANGUARD INDEX FDS
$511M
COMMUNITY BANK & TRUST, WACO, TEXAS
$505M
Top holdings
1
APPLE INC
$50.8M
2
ALPHABET INC
$19M
3
NVIDIA CORPORATION
$18.1M
CENTRIC WEALTH MANAGEMENT
$501M
Top holdings
1
ISHARES TR
$54.7M
2
VANGUARD INDEX FDS
$23.7M
3
UNITED PARCEL SVCS INC
$23.6M
CANTON HATHAWAY, LLC
$496M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$218M
2
SELECT SECTOR SPDR TR
$34.9M
3
ISHARES TR
$28.5M
CHEMUNG CANAL TRUST CO
$494M
Top holdings
1
SELECT SECTOR SPDR TR
$81.6M
2
ISHARES TR
$73.6M
3
MICROSOFT CORP
$18.5M
CRANBROOK WEALTH MANAGEMENT, LLC
$492M
Top holdings
1
ISHARES TR
$189M
2
VANGUARD INDEX FDS
$88.6M
3
VANGUARD BD INDEX FDS
$60.4M
